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Joel Manuel Roberts

Brescor Wealth Advisory

Needham, MA

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Current Employers
Brescor Wealth Advisory

Needham, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-16
  • MA RA
    APPROVED
    Since 2024-08-16

Branch Locations

Needham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brescor Wealth Advisory Llc Needham MA 02/2024 Present
Aurora Management Services Llc Louisville KY 02/2021 01/2023
J.P. Marvel Wealth Management Boston MA 10/2007 01/2021
Joel M. Roberts Needham MA 01/2021 Present
  • 02/2024 → Present
    Brescor Wealth Advisory Llc
    Needham, MA
  • 02/2021 → 01/2023
    Aurora Management Services Llc
    Louisville, KY
  • 10/2007 → 01/2021
    J.P. Marvel Wealth Management
    Boston, MA
  • 01/2021 → Present
    Joel M. Roberts
    Needham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-21
  • S65 Uniform Investment Adviser Law Examination
    2023-06-21
Designations

View on SEC IAPD

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